Root Financial Partners, LLC Dimensional ETF Tr Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,822,264 shares of DFAI stock, worth $57.3 Million. This represents 12.66% of its overall portfolio holdings.
Number of Shares
1,822,264
Previous 1,441,886
26.38%
Holding current value
$57.3 Million
Previous $43.6 Billion
24.08%
% of portfolio
12.66%
Previous 12.92%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$196 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$172 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$161 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$130 Million0.22% of portfolio